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SMLKX vs VSMAX
SMLKX vs VSMAX Comparison
Open Charts SMLKX vs VSMAX
Shelton S&P Smallcap Index K
Price$21.14
Change+$0.12 (+0.57%)
VolumeN/A
Net Assets53.55M
Vanguard Small Cap Index Admiral Shares
Price$130.86
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
SMLKX vs VSMAX Comparison Chart in %
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SMLKX vs. VSMAX commentary
Jan 15, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SMLKX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SMLKX (53.6M). VSMAX pays higher dividends than SMLKX: VSMAX (1.33) vs SMLKX (0.39). SMLKX was incepted earlier than VSMAX: SMLKX (22 years) vs VSMAX (25 years). SMLKX (1.41) is less costly to investors than VSMAX (0.05). SMLKX is a more actively managed with annual turnover of: 20.00 vs. VSMAX (13.00). SMLKX has a lower initial minimum investment than VSMAX: SMLKX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.01 vs. SMLKX (1.87). VSMAX return over 5 years is better than : 35.05 vs. SMLKX (-9.08).
| SMLKX | VSMAX | SMLKX / VSMAX | |
| Total Expense Ratio | 1.41 | 0.05 | 2,820% |
| Annual Report Gross Expense Ratio | 1.41 | 0.05 | 2,820% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 5.806 | 5.891 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6M | 162B | 0% |
| Annual Yield % from dividends | 0.39 | 1.33 | 30% |
| Returns for 1 year | 1.87 | 13.01 | 14% |
| Returns for 3 years | 4.64 | 40.81 | 11% |
| Returns for 5 years | -9.08 | 35.05 | -26% |
| Returns for 10 years | 32.34 | 185.96 | 17% |
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